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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,290 | $53,128+158.4% | $86,582+58.6% | $70,126+95.8% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 17.88% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,971 | $2,068+43.7% | $2,839+4.6% | $2,343+26.8% |
| Participant deferral / active EE | $12,743 | $2,695+372.8% | $3,609+253.1% | $3,332+282.5% |
| Admin fee / account holder | $40 | $3,584-98.9% | $4,904-99.2% | $4,645-99.1% |